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    Ryan Davis

    Research Analyst at Goldman Sachs

    No publicly available data confirms the existence of a Ryan Davis serving as an analyst or holding a senior research position at Goldman Sachs. Available search results refer either to other firms or do not provide specific information matching an analyst profile at Goldman Sachs. Without further evidence of a relevant LinkedIn profile or professional detail, a comprehensive profile for Ryan Davis at Goldman Sachs cannot be created.

    Ryan Davis's questions to Aramark (ARMK) leadership

    Ryan Davis's questions to Aramark (ARMK) leadership • Q2 2025

    Question

    Speaking for Lizzie Dove, Ryan Davis inquired about any observed shifts in consumer behavior or preferences amid macroeconomic choppiness and whether supplier relationships have changed due to recent tariff volatility.

    Answer

    CEO John Zillmer stated that Aramark is not seeing any real change in consumer behavior, emphasizing the recession-resilient nature of its portfolio where people work, get medical care, and receive education. He also noted that the impact from tariffs is expected to be de minimis, as the company has alternative supply sources and long-term contracts to manage any potential volatility without fundamentally changing supplier relationships.

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